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Charis Legacy Partners, LLC: IMTB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Charis Legacy Partners, LLC on IMTB, newest first. How the timeline and the estimate are built.

Charis Legacy Partners, LLC held 7,100 IMTB shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,100 shares
    Change vs previous 13F 0 shares

    0.38% of the 13F portfolio, value $309,643.

    13F-HR 0001754960-26-000458 filed by Charis Legacy Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 7,100 shares
    Change vs previous 13F 0 shares

    0.46% of the 13F portfolio, value $311,122.

    13F-HR 0001754960-26-000210 filed by Charis Legacy Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 7,100 shares
    Change vs previous 13F 0 shares

    0.46% of the 13F portfolio, value $313,820.

    13F-HR 0001754960-26-000015 filed by Charis Legacy Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 7,100 shares
    Change vs previous 13F 0 shares

    0.47% of the 13F portfolio, value $313,868.

    13F-HR 0001754960-25-000643 filed by Charis Legacy Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 7,100 shares
    Change vs previous 13F 0 shares

    0.51% of the 13F portfolio, value $309,773.

    13F-HR 0001754960-25-000325 filed by Charis Legacy Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 7,100 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $308,150.

    13F-HR 0001754960-25-000193 filed by Charis Legacy Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).